Financial Advocates Investment Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,398
| Closed | -$564K | – | 481 |
|
|
2019
Q4 | $564K | Buy |
9,398
+4
| +0% | +$240 | 0.06% | 290 |
|
|
2019
Q3 | $521K | Buy |
9,394
+8
| +0.1% | +$444 | 0.06% | 278 |
|
|
2019
Q2 | $513K | Sell |
9,386
-54
| -0.6% | -$2.95K | 0.06% | 283 |
|
|
2019
Q1 | $498K | Buy |
9,440
+1,116
| +13% | +$58.9K | 0.06% | 271 |
|
|
2018
Q4 | $387K | Sell |
8,324
-792
| -9% | -$36.8K | 0.05% | 287 |
|
|
2018
Q3 | $487K | Hold |
9,116
| – | – | 0.05% | 289 |
|
|
2018
Q2 | $462K | Buy |
9,116
+740
| +9% | +$37.5K | 0.06% | 275 |
|
|
2018
Q1 | $409K | Buy |
8,376
+202
| +2% | +$9.86K | 0.05% | 289 |
|
|
2017
Q4 | $402K | Buy |
+8,174
| New | +$402K | 0.05% | 292 |
|